Customer Success Software that Integrates With Freshsales
Freshsales is a CRM built to help sales teams stop juggling between tools and close deals faster. Its features mean users have quick context and can communicate from within the CRM. With Freshsales CRM, your team can use AI-based lead scoring, built-in phone, email, activity capture and more.
Freshsales is part of the Freshworks product family with more than 100,000 customers worldwide.
Features include:
- Email tracking (opens and clicks)
- Direct calling from within the app
- Call recording
- Notes
- Tasks
- Appointments
- In-depth customer insights
- Advanced lead scoring
How to Connect Freshsales and Akita
Step 1
Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
) in the left menu bar.
Step 2
Click the Connect Provider button.
Freshsales
Step 3
Select Freshsales from the list of available integrations.
Step 4
Fill in the form to complete the connection. For this, you will need your API Key and Web Address from your Freshsales account.That’s it – all done!
Your Freshsales Customer Data in Akita
- Once connected, your Akita account will begin populating with your Freshsales data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Freshsales account, and from your other business tools.
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.